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Can I transfer assets in a Coverdell Education Savings Account to the Path2College 529 Plan?

April 26, 2017assets Coverdell Education Path2College Plan savings account transfer

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Can I transfer assets in a Coverdell Education Savings Account to the Path2College 529 Plan?

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… Option provides a guarantee of principal and a minimum rate of interest to the Board of the Path2College 529 Plan, established by the Georgia Higher Education Savings Plan, but not to account owners or beneficiaries. Effective March 10, 2008, transfers from the Guaranteed Option to the … http://www.path2college529.com/faq/investment.

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… contribution limits to the account (defined by the states), fees to open and maintain an account, in-state tax treatments such as a state tax deduction, investment options offered, and the financial services company that manages the plan. There may also be other differences, such as special programs … http://www.path2college529.com/faq/about.

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Yes, but you may wish to discuss this with your financial advisor to determine if there are any tax or other consequences. To do a transfer, use the Rollover Form (PDF, 199KB).